BRAVE WARRIOR ADVISORS, LLC
Adviser information for BRAVE WARRIOR ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 6 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 284 | $5.2B |
Non-Discretionary | 0 | $0 |
Total | 284 | $5.2B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 14 | $5.8M |
HNW Individuals | 83 | $3.6B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 4 | $227.5M |
Pension and profit sharing plans | <5 | $20.3M |
Charitable organizations | 8 | $1.2B |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 6 | $178.2M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 5 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Principal Office
12 EAST 49TH STREET24TH FL.
NEW YORK
NY
United States
Monday - Friday, 8AM - 5PM
Tel: 212-421-9760, Fax: 212-421-9826
Chief Compliance Officer
DONNA M. MARTEL-DOWNING
CHIEF COMPLIANCE OFFICER
12 EAST 49TH STREET
24TH FL.
NEW YORK
NY
United States
Tel:
212-421-9760
Fax:
212-421-9826
D*******@***************M
(Full email address available in API data)
Regulatory Contact
GLENN H. GREENBERG
MANAGING DIRECTOR
12 EAST 49TH STREET
24TH FL.
NEW YORK
NY
United States
Tel:
212-421-9760
Fax:
212-421-9826
G****@***************M
(Full email address available in API data)
Industry Affiliates
BRAVE WARRIOR GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
DONNA M. MARTEL-DOWNING | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BRAVE WARRIOR RANGER ACCREDITED LP | Hedge Fund | $32.7M | $5.0M | 22 |
BRAVE WARRIOR RANGER FUND (BVI) LTD | Hedge Fund | $79.8M | $5.0M | 26 |
BRAVE WARRIOR RANGER FUND, LP | Hedge Fund | $80.4M | $5.0M | 46 |
BRAVE WARRIOR RANGER QUALIFIED LP | Hedge Fund | $34.6M | $5.0M | 19 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GREENBERG, GLENN, HANK | Individual | – | PRINCIPAL | 01/2010 | < 5% |
BRAVE WARRIOR CAPITAL, INC. | Domestic Entity | – | MANAGING MEMBER | 01/2010 | > 75% |
GREENBERG, GLENN, HANK | Individual | BRAVE WARRIOR CAPITAL, INC. | SHAREHOLDER | 01/2010 | > 75% |
MARTEL-DOWNING, DONNA, M. | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2015 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL A | 4M | 22K | – |
ALPHABET INC | CAP STK CL C | 695K | 4K | – |
AMAZON COM INC | COM | 425K | 2K | – |
ANTERO MIDSTREAM CORP | COM | 31M | 2M | – |
APOLLO GLOBAL MGMT INC | COM | 446M | 4M | – |
APPLIED MATLS INC | COM | 227K | 961 | – |
AUTONATION INC | COM | 156M | 979K | – |
BANK AMERICA CORP | COM | 896K | 23K | – |
COMCAST CORP NEW | CL A | 1M | 31K | – |
D R HORTON INC | COM | 114M | 806K | – |
DISCOVER FINL SVCS | COM | 453M | 3M | – |
ELEVANCE HEALTH INC | COM | 885M | 2M | – |
F&G ANNUITIES & LIFE INC | COMMON STOCK | 230M | 6M | – |
FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 364M | 7M | – |
HCA HEALTHCARE INC | COM | 1M | 4K | – |
JPMORGAN CHASE & CO. | COM | 1M | 6K | – |
LENNAR CORP | CL A | 238M | 2M | – |
LITHIA MTRS INC | COM | 216M | 855K | – |
MARRIOTT INTL INC NEW | CL A | 289K | 1K | – |
MICROSOFT CORP | COM | 235K | 525 | – |
MPLX LP | COM UNIT REP LTD | 180M | 4M | – |
ONEMAIN HLDGS INC | COM | 353M | 7M | – |
PRIMERICA INC | COM | 447M | 2M | – |
PROGRESSIVE CORP | COM | 363K | 2K | – |
RYANAIR HOLDINGS PLC | SPONSORED ADS | 6M | 50K | – |
TD SYNNEX CORPORATION | COM | 383M | 3M | – |
UNITEDHEALTH GROUP INC | COM | 311K | 610 | – |